The Model FA

David DeCelle

Podcast

Episodes

Latest Episodes

Capitalizing on High Demand: Growing Through Tax Planning Services with Trevor Scotto

5/7/2024 • 42 min

In the latest episode of the Model FA Podcast, Trevor Scotto shares how he grew his financial planning firm from $30M to $500M AUM through strategic mergers and acquisitions. He details leveraging personal connections to partner with a tax practice, and how adopting technology helped convert those clients. Trevor also reflects on finding purpose and work-life ba… Play episode

The Power of Thoughtful Client Connections with Kristin Harad
Investing in People: Valuing Relationships Over Returns with Tyson Ray
Cultivating the Right Mindset and Character with Eric Negron
Offering Community-Based Courses to Grow Your Financial Advisory Business …
Automating Your Way to Success: How Financial Advisors Can Streamline Oper…
Evolving a Financial Planning Firm to Better Serve Clients with Eric Simon…
Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with J…
Cracking the Code: Marketing Strategies That Actually Work for Financial A…
The 4 Pillars of Advice Engagement That Will Transform Your Client Interac…
Living a Well-Rounded Life: How Structure Can Scale Your Business with Jos…
Advisor Exit Planning Strategies That Will Blow Your Mind with Brooklyn Br…
Stop Solving Math Problems and Start Solving Human Problems with Tara Tuss…
Modernizing Your Practice with Abby Morton
Maximizing Freedom and Minimizing Scrutiny with Michelle Atlas-Quinn
Positioning Yourself with Focus and Purpose with Mark Willis
From Masterminds to Podcast: Showing Authenticity with Eric Brotman
Exploring Bitcoin & Traditional Finance with Trent and Isaiah
The Future of Financial Advisory: AI, Automation, and Growth Strategies wi…
Becoming a Better Human Every Day with Joe Templin Part II
Rethinking Traditional Budgeting Methods with John Crane
Concierge Financial Planning: Taking Client Relationships to the Next Leve…
A Conversation with Joe Milano
Becoming a Better Human Every Day with Joe Templin Part I
Motivational Interviewing with Jeremy Keil
The Benefits of Captive Insurance Companies with Jarid Beck
Serving Real Estate Professionals with Mike Metzger
Long-term Care Planning and Insurance with Marc Glickman
The MVP Guide to Branding for Financial Advisors with Jennifer Hensley
Leveraging Fintech to Scale Practice Management Efficiency with Hiren Patel
The Power of Building Solid Relationships with Andrew Saksa
The Impact of Entrepreneurial Operating Systems on Advisory Firms with Mat…
The Principles of Influencing People with Brian Ahearn
Mind Management for Advisors with David Kadavy
Pathways for Financial Advisors with Penny Phillips
Increasing Your Business’ Returns on Life with Simon Severino
Cryptocurrency for Financial Advisors with Greg Johnson
Working Less and Maintaining a Successful Business with Kevin Stansfield
Leveraging Retirees’ Superpowers with Justin Fitzpatrick
The One-Page Financial Plan with Nic Nielsen
Know Your Financial Advisory Practice’s Story through Data with Erica Pauly
Thriving as a Young Financial Advisor with James Jurica
Creating a Culture of Service with Natalie Wolfsen
Building Legacies Beyond Finances with Blake Brewer
Getting Your Financial House in Order with Michael Hanna
The Three Pillars of Success with Dom Henderson
Practice Management for Financial Advisors with Cameo Roberson
Becoming Omnipresent with Robert Sofia
Building Relationships to Build Businesses with Patrick Galvin
How Financial Advisors Can Venture to Other Industries with Jeremy Straub
Practice Management Optimization with Greg Bishop
Social Media for Solid Client Connections with Aimee Butler, Frank McLaugh…
Smashing Fear for Transformational Change with Michael Ivanov
Building Human Connections for Client Attraction and Retention with Jaimie…
Guiding Bereaved Clients through Financial and Personal Transitions with M…
The Nobility of Financial Advisors with Ray Sclafani
Guiding Clients through Market Downturns with Rusty Vanneman and Dr. Danie…
Building Best-in-class Businesses with Justin Goodbread
Becoming an Admired Leader with Steve Atkinson
Exploring the 401k and Retirement Planning Industry with Wade Behlen
Diagnosing Your Business with Lauren Goldstein
The Power of Relationships and Building Human Connections with Chris Koon
The Making of a Leader with Aaron Miller
Building Authority and Expertise as a Financial Advisor with Mike Saunders
Exploring the Human Side of Advice with Brendan Frazier
Asset Management for RIAs and their Clients with Mike Sorrentino
Navigating Planning, Risk Management, and Insurance with David Appel
Taking the Leap of Faith: Becoming an Independent Advisor with Shanna Ting…
Raising Diverse Voices in Wealth Management & Financial Services with Sony…
Executive Search and Recruitment for Financial Advisors with Blair Lewis
Driving Business Development through Podcasting with Austin Peterson and L…
E-MOTIONS: Avoiding Burnout and Connecting to Purpose with Rich Bluni
Practice and Operations Management Principles, Tips, and Tactics with Matt…
Enhancing Client Engagement, Referrals, and Introductions with Bill Cates
Amplifying Clients’ Voices and Becoming a Referable Advisor with Julie Lit…

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